See how each part of Medicasimple connects into one calmer clinic workflow that is practical, secure, and built to make the next step feel obvious.
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Getting Started
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Goal: Get familiar with the main Medicasimple workspace before starting the detailed onboarding guides.
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You can find the "Add Patient" button on the page where patients are listed by clicking on the "Patients" menu on the left.
To record payments from your patients and view their balances, you need to access the patient profile.
How to create a treatment plan, list procedures for a patient, and understand the main ways to add treatments to the plan.
Record a patient's existing dental condition on the Base Chart without turning crowns, implants, restorations, or other findings into a new treatment plan.
Enable Medicasimple Caller ID on a clinic phone, set Medicasimple as the default caller ID app, and sync patient names to the device.
With Medicasimple, you can update information for users such as phone numbers, email addresses, positions within the clinic, and profile pictures.
Track products, stock entries, distributions, counts, critical limits, and inventory reports from one Medicasimple workflow.
Assign an assistant to the responsible doctor so daily coordination, patient follow-up, and chairside work are easier to route inside the team.
Use the updated consent flow to send a consent link automatically after patient registration, let patients review the notice, and record their consent without asking for a code.
Create a separate notice text and explicit consent text, choose a follow-up form, add patient parameters, and activate the new consent form.
Use the customer experience form after a visit to collect structured feedback and guide happy patients toward a Google review.
By tracking current accounts, you can monitor your debts and credits in detail and prepare necessary reports for your clinic based on this information.
It may sometimes be necessary to enter a refund to reconcile payment amounts. Refunds can be processed if a patient decides to cancel their treatment or if an excess…
Errors in payment entries or situations where the patient withdraws during the payment process can sometimes occur.
To record payments from your patients and view their balances, you need to access the patient profile.
In some cases, it may be necessary to modify the information entered regarding a payment.
When adding a payment, there is a field where you can select an institution. We recommend creating institutions to keep your accounts organized and to reconcile with your…
The ability to view a patient's payment history is a feature that can be useful for improving patient relationships and assisting them when needed.
When you start using Medicasimple, the balances of your old patients from the transferred data are visible in our application.
To update the appointment date, first find the date of the appointment on the calendar.
To select the doctor or doctors you want to display on the calendar, you need to use the eye icon next to the date.
To change the calendar view, you can select from four different options in the upper right corner of the screen: Day, Week, Month, and Agenda views.
Depending on patient requests or our doctors' working hours, it may be necessary to change the doctor assigned to an appointment.
Appointment types are crucial for managing your schedule. To keep your calendar more organized, we recommend using this feature.
Navigating between dates is a crucial feature for reviewing, canceling, or creating new appointments.
In the Settings menu, under the "Clinic Settings" section, you can edit all working hours in the "Working Hours" tab.
During busy periods, the calendar can become complex. In such cases, you can use the search bar to quickly find the results you're looking for by entering keywords.
Changing the appointment duration may be necessary depending on the procedure and the doctor.
On the calendar page, to schedule an appointment, the doctor for whom the appointment will be created must be selected.
To view a patient's past, canceled, or no-show appointments, you first need to access the patient profile.
With Medicasimple, you can update information for users such as phone numbers, email addresses, positions within the clinic, and profile pictures.
With Medicasimple, updating your clinic's general settings is quite easy. From the Clinic Settings tab, you can add and update your clinic's: Clinic Name Clinic Email…
To change your profile settings, first go to the "My Profile" section under the "User Settings" tab in the Settings menu.
In your clinic, you might not want every employee to have the same permissions or access to all areas.
The consent form is essential for ensuring patient and staff safety, strengthening communication with the patient, increasing patient engagement, sharing…
To enable SMS appointment reminders, go to the Settings screen and click on SMS Automation under the Communication Settings section.
How to Create an SMS Membership? How to Integrate the System? To send SMS messages via Medicasimple, you need to integrate SMS services with NetGSM .
Create SMS Templates for Your Patients Now that the setup is complete, the next step is to create SMS templates for the messages you want to send to your patients.
You can send SMS to your patients outside of automatic SMS templates and create custom SMS content specific to your patients.
You can find the links to our mobile applications below: - iPhone: [Medicasimple on the App Store]( https://apps.apple.com/us/app/medicasimple/id1590141572 ) -…
We can add patients to a group in two ways. The first option is to select a group while creating the patient record.
Each clinic may have various patient groups, such as those requiring extra care, employees of a specific institution who should receive discounts, or patients who…
If the patient is not registered in the system, doctors or relevant assistants can create a new patient record before setting up a treatment plan.
How is a patient deleted? Can I delete a previously registered patient?
Patient's entire clinical history and procedures performed on them can be accessed through the patient wall.
Patient Acquisition Sources help you report how patients found your clinic.
You can find the "Add Patient" button on the page where patients are listed by clicking on the "Patients" menu on the left.
To upload visual documents that can be viewed by doctors, assistants, and other clinic staff, first access the patient profile and navigate to the "Media" tab.
Completed treatment reports are a reporting page that shows the total of the treatment plans performed for your patients in your clinic.
Use missing-patient reports to identify patients who missed or canceled appointments and follow up by SMS.
When patients submit their appointment requests through the link you provided, the number of requests will be reflected as a +1 next to the phone icon, which is…
See how patients create an online appointment request after receiving your appointment link.
Medicasimple provides you with the ability to offer online appointments to your patients.
Patient segments are areas where you can apply filters when searching for your patients.
In multi-doctor clinics, doctors may have commissions based on the treatments they perform.
Reports are crucial for managing your clinic. To access this page, click on the "Reports" icon on the left side.
In multi-doctor clinics, physicians may have commissions based on the treatments they perform.
For your clinic, it's important that your appointments convert into treatments. Do you know how many of your patients do not show up for their appointments?
What features are available on the homepage view?
To list completed tasks across the clinic, use the "Completed Tasks" tab in the tasks screen.
Every clinic has tasks that need to be done at regular intervals. You can create tasks to repeat at intervals such as weekly, monthly, quarterly, and annually.
To manage and track tasks within the clinic, we use the task management screen. To assign tasks to individuals, first, navigate to the task management page and click the "Add Task" button.
Taking notes helps prevent missing important details and increases your efficiency.
It is possible to change the dates of the treatment items marked as completed. First, navigate to the treatment plan and locate the treatment item you want to modify.
Applying discounts in treatment plans is often necessary. There are several ways to apply discounts to a plan.
When you log in to the Medicasimple system, the default treatment list will be available by default.
How to create a treatment plan, list procedures for a patient, and understand the main ways to add treatments to the plan.
Medicasimple visualizes your patient's mouth appearance and presents it to you. The Patient Mouth View displays the treatments performed for each tooth on a single screen.
Children's dental structures and numbers undergo changes until adulthood and differ from those of adults.
In certain situations, multiple doctors may need to perform procedures in the treatment plans you create for your patients.
Printing a treatment plan and providing it to the patient has a significant impact on the patient's acceptance of the offer.
When creating a treatment plan, we can select procedures from the active treatment list.
To apply a percentage discount to specific treatments in the account details, First, click on the Discount and Proforma icon (%) located next to the treatment plan name.
For each patient, multiple treatment plans can be created and several plans may be actively running simultaneously.
When explaining a treatment to your patient, there may be situations where the patient does not fully understand.
Adding the wrong treatment item is a common situation in clinics. With Medicasimple, you can easily delete a wrongly added treatment and quickly update the treatment item.
Use the Discount and Proforma icon (%) in the treatment plan to open account details and review applied or planned treatments in one list.
How to update patient details, and where to add patient notes, address, and email information.
How to create a new patient record from the calendar while assigning an appointment to a doctor.
How to change calendar settings, set the default treatment duration, and manage practitioners' working hours.
How to add a new treatment and update the VAT rate, price, duration, and other details of an existing treatment.
How to record clinic-wide expenses such as office, laboratory, service, and cleaning costs, then edit and report them.
How to add laboratory or material expenses to a specific treatment, either from the treatment list or from a patient's treatment plan.
How to create a consent form for a specific patient and share it with the patient for approval.
How to create an appointment from the calendar by checking a practitioner's available hours.
The first step before connecting WhatsApp to Medicasimple.
The second step before connecting WhatsApp to Medicasimple.
Create a separate notice text and explicit consent text, choose a follow-up form, add patient parameters, and activate the new consent form.
Check the SMS and email automation templates that send the consent link after patient registration or when a patient needs the link again.
Use the updated consent flow to send a consent link automatically after patient registration, let patients review the notice, and record their consent without asking for a code.
Use installment payments to split a treatment fee into planned payment dates and keep the patient balance clear as each collection is recorded.
Use the customer experience form after a visit to collect structured feedback and guide happy patients toward a Google review.
Assign an assistant to the responsible doctor so daily coordination, patient follow-up, and chairside work are easier to route inside the team.
Connect an email account via SMTP in Medicasimple and learn how to obtain the SMTP details required for clinic email sending.
Activate the Patient Portal, create your clinic portal address, and choose which actions patients can complete online.
Set user interface languages so multilingual clinic teams can work in Medicasimple in the language they prefer.
Notify the clinic team when a patient checks in so arrivals can be followed in real time from the daily workflow.
Track products, stock entries, distributions, counts, critical limits, and inventory reports from one Medicasimple workflow.
Send automated surveys and recall messages to keep patients engaged after visits and support follow-up communication.
Manage multiple clinic locations from one Medicasimple organization with centralized settings, reporting, and operational visibility.
Limit Medicasimple access to approved IP addresses so administrators can strengthen security for multi-user clinic environments.
Connect CRM workflows with Medicasimple so clinics can align patient communication, follow-ups, and operational activity.
Send clinic emails from your own domain to improve trust, brand consistency, and deliverability for patient communications.
Show your clinic name as the SMS sender so patients recognize appointment reminders and clinic messages more easily.
Control what each team member can access in Medicasimple by assigning permissions that match their clinic role.
Create and manage multiple treatment lists for different branches, pricing structures, or patient groups.
Record clinical notes, observations, and treatment details consistently inside the patient file for better care continuity.
View diagnostic images and clinical visuals in one place to support more accurate treatment planning and documentation.
Build custom digital forms for patient feedback, medical histories, surveys, and internal clinic data collection.
Create detailed treatment plans that support clinical accuracy, patient communication, and multi-step care workflows.
Prepare configurable consent forms so patients can review and confirm treatment information clearly and consistently.
Upload, organize, view, and export patient images and files such as X-rays, intraoral photos, lab results, and treatment visuals.
Track doctor earnings, paid amounts, and remaining balances to make clinic payroll and commission follow-up easier.
Record, categorize, and track clinic expenses so outgoing payments stay connected to day-to-day financial reporting.
Manage clinic financial records by connecting payments, treatments, invoices, and account activity in one structured workflow.
Set up payment plans and installments so patients can pay treatment costs across multiple visits or agreed schedules.
Accept and record payments in multiple currencies so clinics can support international patients and cross-border operations.
Collect patient payments securely through online channels without relying only on manual cash or in-clinic POS payments.
Record payments made at the clinic, including cash or POS transactions, so patient balances stay accurate.
Use treatment videos and educational media to explain procedures visually and help patients understand proposed care.
Let patients confirm appointments and check in online while clinic teams monitor attendance in real time.
Allow patients to request appointments through a custom online link without needing to call or message the clinic.
Present and export treatment plans in different languages so patients can understand proposed care more clearly.
Copy an existing treatment plan and reuse it for the same or another patient instead of creating it from scratch.
Review SMS, WhatsApp, and email communication history from one patient timeline for clearer follow-up tracking.
See a time-stamped history of patient actions, updates, notes, treatments, and communications in one activity feed.
Send automatic appointment reminders to patients to reduce no-shows, cancellations, and last-minute coordination work.
Define appointment types that match your clinic workflow and make calendar scheduling easier to organize.
See how patients create an online appointment request after receiving your appointment link.
See how patients experience the portal, from secure login to appointments, profile updates, treatment information, and payments.
Use the App Store page to view add-ons included in your package, see locked add-ons, and understand how add-on purchasing works.
Record a patient's existing dental condition on the Base Chart without turning crowns, implants, restorations, or other findings into a new treatment plan.
Enable Medicasimple Caller ID on a clinic phone, set Medicasimple as the default caller ID app, and sync patient names to the device.
What’s new
See the newest Medicasimple improvements, then jump into the full changelog for every detail.
July brings a live patient-flow calendar, fully customizable PDF invoices, and powerful improvements for day-to-day clinic operations.
June brings faster patient recognition, more flexible consent and treatment workflows, and clearer operational reporting across web and mobile.
A detailed look at the May improvements across forms, patient registration, reports, treatment plans, mobile workflows, and everyday clinic operations.
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